Senior Account Executive, Addepar
Strategic
$128-160k
+ Bonus + Equity
More information about location
Investment portfolio management platform
Be an early applicant
Investment portfolio management platform
1001+ employees
Be an early applicant
$128-160k
+ Bonus + Equity
More information about location
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes
- The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team
- You are a proven closer with deep roots in wealth management technology. You have earned your credibility through results, not tenure, and you bring both the strategic acumen and the operational discipline to win in a complex sales environment
- 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
- Demonstrated track record of consistently meeting or exceeding quota
- Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology
- Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
- Experience negotiating and closing multi-year SaaS contracts in regulated financial environments
- Exceptional executive presence - you are confident presenting to a CIO as you are whiteboarding with an operations team
- Proficiency in Salesforce for pipeline management and forecasting
- Bachelor’s degree required; MBA or CFA a plus
- A consultative, client-first mindset-you lead with insight, not pitch
- Strong cross-functional instances, you know how to mobilize internal resources to support a deal
- Intellectual curiosity about the evolving wealth management landscape and a genuine interest in how technology drives better outcomes for advisors and their clients
- High accountability and self-direction - you set the pace, manage your own time, and do not require hand-holding to perform
- A collaborative reputation; you win as part of a team and make those around you better
What the job involves
- As a Strategic Account Executive, you will be managing consultative sales cycles with our large RIA’s, Multi-Family Offices, and Family Offices
- In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients
- This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success, and R&D to deliver trusted and scalable solutions
- The Strategic Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year
- Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
- Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close
- Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
- Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities
- Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements
- Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record
- Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions
- Represent Addepar at industry events, conferences, and executive forums (40-50% travel expected)
- Contribute to the continuous improvement of Addepar’s GTM strategy by bringing market intelligence and best practices from the field
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks around $9 trillion of assets serving over 1,400 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
Company benefits
- Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance: Your continued growth and development are important to us
- Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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